GWM
Guardian Wealth Management’s Citigroup C Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 86 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 222 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 231 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 240 |
|
2024
Q2 | – | Sell |
-5
| Closed | -$347 | – | 237 |
|
2024
Q1 | $347 | Hold |
5
| – | – | ﹤0.01% | 233 |
|
2023
Q4 | $283 | Buy |
+5
| New | +$283 | ﹤0.01% | 243 |
|